Advisory

At Ballard & Company, Ltd., our business works a little bit differently. A tax return is the result of critical planning. Understanding what you want and need in planning for your business is key. We do one on one coaching and education by focusing on three things, Tax Efficiency, Implementation and Review and Maintenance. We will help determine if you are tax efficient and which tools you can benefit from. We can then provide a plan for you to follow with solutions to help you be successful. And finally, we will review your plan on a regular basis, making adjustments as needed.

Advisory

Business Operations and Documentation

From startups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Let us educate you on the Best Practices for your company bank accounts and business expenses, “audit proofing” your recordkeeping and reimbursing personal expenses.

Cash Flow Planning Using Your Corporation - LLC

We can educate you on the Best Practices for income and tax projections, timing of tax payments and budgeting to maximize your cash flow and minimize your tax liability.

Company Fringe Benefits

Helping your employees and your company by setting up plans for benefits is a good idea. Let us help you by providing you with the Best Practices for maximizing the benefit to you, the owner, setting up the right health insurance and retirement accounts.

Corporation - LLC Income Strategies

When setting up a new business, let Ballard & Company, Ltd. help you decide how to best plan for your income. We can educate you in the areas of wages, distributions, rents and royalties by providing Best Practices to fit your needs.

Education Savings and Income Shifting

We can provide helpful advice and guidance when it comes to preparing for your child’s education. Let us show you how our Best Practices will teach you how you can pay your family, gift ownership and set up an education savings plan that is right for you.

Entity Structure Planning

Setting up your business type is a very important decision. Let us help you decide what type of entity best suits your needs whether is a corporation, S-corporation, LLC, partnership or sole proprietor. We will show you the difference in tax strategies so you can make an informed decision for your business.

Equity Planning - Post Tax Net Worth

With equity planning, we will offer you some strategies for building your post tax net worth to reach your goals.

Estate Planning

We can help you plan for your estate by walking you through the basic considerations, what documentation is needed, funding of the estate and points to think about for your minor children.

Independent Contractor - Employee Analysis

When if comes to deciding if you need independent contractors or employees, let us help you decide what works best for you. We will guided your through the IRS 3 Factor test for contractors as well as discuss the benefits of having employees.

Rental Property Operations

We can help you with your rental operations to maximize your efficiency. We can provide you with the Best Practices for IRS standards on passive loss limitations and the rules as well as review your Schedule E for tax efficiency.

Employee Benefits, Pension, Profit-Sharing Plans

Ballard & Company, Ltd. CPAs can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals.

Financial & Retirement Planning

Ballard & Company, Ltd. CPAs goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans and more.

Mergers, Acquisitions & Sales

Ballard & Company, Ltd. CPAs employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.

Get in Touch

Call or send us a message today. Ballard & Company would love to help with your individual or business needs.

*First Name

Please enter your first name.

*Last Name

Please enter your last name.

*Email

Please enter your email.

Phone

Questions & Comments